PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.1M
3
+$8.36M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.3M
5
PG icon
Procter & Gamble
PG
+$1.45M

Top Sells

1
+$11.2M
2
+$9.19M
3
+$7.16M
4
XOM icon
Exxon Mobil
XOM
+$2.37M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.22M

Sector Composition

1 Technology 9.34%
2 Consumer Staples 6.65%
3 Healthcare 5.88%
4 Financials 2.66%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$4K ﹤0.01%
27
677
$4K ﹤0.01%
35
678
$4K ﹤0.01%
+25
679
$4K ﹤0.01%
41
+12
680
$4K ﹤0.01%
+62
681
$4K ﹤0.01%
31
682
$4K ﹤0.01%
44
683
$4K ﹤0.01%
283
+141
684
$4K ﹤0.01%
46
685
$4K ﹤0.01%
34
686
$4K ﹤0.01%
46
687
$4K ﹤0.01%
20
688
$4K ﹤0.01%
150
689
$4K ﹤0.01%
41
690
$4K ﹤0.01%
18
+1
691
$4K ﹤0.01%
3
692
$4K ﹤0.01%
14
693
$4K ﹤0.01%
13
694
$3K ﹤0.01%
14
-4
695
$3K ﹤0.01%
45
696
$3K ﹤0.01%
553
697
$3K ﹤0.01%
17
-10
698
$3K ﹤0.01%
10
699
$3K ﹤0.01%
48
700
$3K ﹤0.01%
57
26 27
28
29 30